See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,328 | $55,706+19.1% | $75,886-12.6% | $72,985-9.1% |
| Participation rate | 59.5% | 61.1%-1.6pp | 69.3%-9.8pp | 69.5%-10.0pp |
| Annual return | 25.82% | 27.59%-1.8pp | 30.76%-4.9pp | 81.00%-55.2pp |
| Employer contribution / active EE | $2,831 | $1,687+67.9% | $2,500+13.2% | $2,440+16.0% |
| Participant deferral / active EE | $1,209 | $2,634-54.1% | $3,603-66.4% | $3,607-66.5% |
| Admin fee / account holder | $4,983 | $3,978+25.3% | $5,418-8.0% | $5,124-2.7% |